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Administration queries and ongoing account management to ensure efficient timely service.
New Business Take On
We provide a smooth and efficient business take on process for you and your client.
We believe that advisers should have access to up-to-date, relevant and accurate information when providing advice.
Marketing & Product Support
We research the market to understand and identify business opportunities that will support Financial Adviser’s practices.
OPES INTERNATIONAL RETIREMENT PLAN
OPES offers a flexible, robust, regulated and highly efficient solution in which to accumulate, access, protect and pass on private family wealth. The advantages and applications of OPES are numerous and can be tailored to your client's personal circumstances.
SENTINEL PRESERVATION FUND
SENTINEL is an international preservation fund that has been designed to provide a protected environment in which clients can accumulate wealth and are typically used for financial independence, education fees, unexpected medical costs, travel or acquiring a second home.
COPIA offers a flexible, robust solution in which to accumulate, access, protect and pass on wealth. In terms of UK legislation, the plan is a Qualifying Non-UK Pension Scheme (QNUPS) which aids British expatriates as the plan is specifically excluded from UK Inheritance Tax.
A Trust is a widely used and well-established way of protecting and enhancing a family’s wealth. Portfolio Trust facilitates the safe and efficient passage of such wealth to the chosen beneficial class, which typically includes future generations of the family.
Apply for Terms of Business with OTAP
If you would like to apply for Terms of Business with Overseas Trust and Pension, please download the application form. Once your application form is completed and your approved certifiers list and due diligence documentation is available, please email them to:
Please title this email as “Terms of Business: Your company name.”